Infotrust Ltd · ASX:ITS

Infotrust — Investor Presentation (August 2020)

10 slides from Infotrust's investor presentation, Aug 20, 2020

  1. Slide 1: Capital Raise & Acquisition/s Rationale

    Spirit Telecom Limited (ASX: ST1) Capital Raise & Acquisition/s Rationale Building a Modern Telco For Major Market Disruption 20 Aug 2020

  2. Slide 2: Spirit – Major Expansion & Disruption to Major Telco's

    Spirit – Major Expansion & Disruption to Major Telco’s INSTANT SYDNEY & NSW MARKET EXPANSION WITH THE AGREED ACQUISITION OF THREE IT SERVICES COMPANIES. Acquisitions X 3 Capital Raise • Immediate geographic expansion with the • Total capital raise size $23.2M simultaneous strategic acquisition of th

  3. Slide 3: Spirit – Major Expansion & Disruption to Major Telco's

    Spirit – Major Expansion & Disruption to Major Telco’s INSTANT SYDNEY & NSW MARKET EXPANSION WITH THE AGREED ACQUISITION OF THREE IT SERVICES COMPANIES. 1 July Phase: VPD acquisition 2 August Phase: Three IT Companies acquired created a new Spirit Wholesaler – who become Spirit Solutions Partners: &

  4. Slide 4: Organic Growth Targeting Industry Verticals & Geographies

    Organic Growth Targeting Industry Verticals & Geographies More in-demand services + Modern Telco Offering large industry clients = high value recurring revenue (avg High Speed Voice/ Cloud IT Support Security of >$20k pm per customer) with Internet Telephone Storage long tenure (avg 6.3 years) Spiri

  5. Slide 5: Combining the Opportunities of Telco & IT Markets

    Combining the Opportunities of Telco & IT Markets $15B High growth FY19 Spirit opportunity Category Business Telco High Speed Internet $49B IT Support Combined IT Security Services & Business Voice/Telephone Telco markets Cloud Storage $34B FY20 Spirit Acquired Capability IT Services High growth are

  6. Slide 6: The Need for the Modern Telco for Business

    The Need for the Modern Telco for Business “60% of organizations will use an external service provider’s cloud managed Modern businesses have service offering, which is double the percentage of organizations from 2018*” modern requirements… Problem being solved: • Major telcos are not equipped to Di

  7. Slide 7: Outlook Q1 & Q2: Execution & Reaching Scale Quickly

    Outlook Q1 & Q2: Execution & Reaching Scale Quickly +300 hungry wholesale Telco & IT SpiritX digital service dealer network by DEC 20… aggregation platform… Spirit has a growing network of telco dealers National advertising campaign Historically only supplied basic telco services Access to the Spiri

  8. Slide 8: ST1 Accelerated Growth Plan 2020-21

    ST1 ACCELERATED GROWTH PLAN 2020-21 ORGANIC 2020-21 ST1 TARGET M&A 1. NSW expansion via acquisitions & 1. At negotiation stages with 1. Build scale via organic + M&A multiple vendors / sellers 300 active Spirit Solution Partners & resellers in Spirit X by Dec 20 2. Circa +$85M Revenue run rate 2. Ma

  9. Slide 9: Disclaimer – Important Information

    Disclaimer – Important Information The information in this presentation is an overview and does not contain all information necessary for investment decisions. In making investment decisions in connection with any acquisition of securities, investors should rely on their own examination and consult

  10. Slide 10: Spirit Telecom Limited

    Spirit Telecom Limited (ASX: ST1) Building a Modern Telco For Major Market Disruption

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